—
no predictions resolved yet
0 pending · 0 expired
So one of the things that's really happened here that's just been an astonishing lift is there's now this corporate imperative in every company in America to have some kind of AI use case. So you're getting a lift. Everybody's getting a free lift. So, you know, God bless you, Sam, right? Every company is now, instead of fighting their AI, they're kind of talking their AI book, right? So I definitely think there's just been raw lift there.
I think that OpenAI did two things, first of all. It set a new expectation for interacting with AI and how you do that, as you referenced. The second thing it did, brutally, is that it took a whole bunch of investment that many companies, including companies you and I had funded over the prior four or five years and made it functionally not obsolete as much as an entirely sunk cost. And it took things that took 20 million to build and replace it with something that cost 10 cents a minute or what
It'll be those three guys. It'll be open AI. It'll be one or two others, right? And I think at that level, it's going to be really hard very quickly to play as a startup. I mean, arguably it already is. If you haven't already raised $2 billion and you don't have a sovereign wealth fund sugar daddy, it's too late.